Client Advisor Athletic Background

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

In addition to the above, we offer continuous access to training and development programs, sponsorship for advanced certifications, a lucrative compensation structure including performance-based incentives and unlimited earning potential, extensive support from a dedicated planning team, marketing resources, and experienced mentors. Flexibility to design a work schedule that aligns with your personal and professional goals, and a pivotal role in helping individuals and families secure their financial future.

Years 1-4 in Business:

• Average: $80,000
• Top 25%: $170,000
• Top 10%: $240,000
• Top performers exceed $200,000 in Year 1

Years 5+ in Business:

• Average: $305,000
• Top 25%: $730,000
• Top 10%: $1,115,000

As a Client Advisor, your primary role is to engage with clients to understand their comprehensive financial needs, provide personalized guidance to help them achieve their financial protection and planning goals, design and implement tailored strategies that safeguard clients' assets, income, and overall financial well‑being, regularly review and update clients' financial plans and insurance policies, and cultivate a robust network of clients through referrals, community involvement, and professional associations.

We prefer candidates with a bachelor’s degree in finance, business, or a related discipline. Prior experience in insurance, financial services, or business development is beneficial but not mandatory. Candidates should possess excellent interpersonal and communication abilities, strong analytical skills, and the ability to build lasting client relationships. We welcome individuals from business development-oriented organizations, including those from medical device, education, logistics, business owners, military veterans, solar, payroll services, tech business development, real estate, auto rental, and others.

State insurance licenses are required; training and sponsorship are provided.

• Stamford Network Office: 333 Ludlow Street, Suite 6, Stamford, CT 06902
• Westport District Office: 274 Riverside Ave, Suite 4, Westport, CT 06880
• Fairfield District Office: 1 Eliot Place, Suite 200, Fairfield, CT 06824

Flexible work from home options available.